Who to Hire?

Define Your Expectations

In engaging a bookkeeper, it is imperative that you define your expectations from the onset of his/her employment with your firm. You should put your mind to some of the following functions that are normally carried out by a legal bookkeeper:

  • day to day recording of all trust and general account transactions undertaken by your practice;
  • reconciling and balancing monthly trust and general bank accounts;
  • preparing and posting of the Statements of Account (fee billings);
  • maintaining client's trust ledger, accounts receivable sub-ledger and accounts payable accounts;
  • preparing payroll;
  • preparing necessary government remittances such as GST, PST, WCB and payroll deduction remittances;
  • preparing periodic financial statements;
  • organizing, maintaining accurate records for the required retention periods; and
  • preparing Trust Administration Fee remittances.

Write a Job Description

Once you have defined your expectations, write a proper job description and communicate all your expectations to the potential candidate.